HOME services charitable planning

Wealth Management

Wealth Managers & Trustees | Family Office Services | Charitable Planning | Tax Planning & Reporting

Charitable Planning

Hemenway & Barnes offers a full range of charitable planning services to individuals, families, and philanthropic entities. Our attorneys, philanthropic advisors, and tax professionals can help you make your charitable giving more effective, whether you make gifts individually or you have a charitable entity, such as a donor advised fund, a private foundation, or a charitable trust. We can help formulate a custom approach to meet your goals, ensure proper coordination with your estate planning including evaluating the income, gift and estate tax considerations, and help ensure that administration runs smoothly over time.

Learn More About Our Services

Philanthropic Advisory
We offer a full range of philanthropic advisory and grant-making services to private foundations, trusts, individuals, families, and other entities.
Estate & Tax Planning
Our comprehensive approach is flexible, so it's tailored to each client’s unique financial situation, family, goals, values, and more.
Nonprofit Representation
From corporate governance to tax planning, we provide a full range of services to private foundations and public charities.

Charitable Foundations

You don’t just want to give your money away – you want to ensure that your philanthropic legacy is effecting real change in the world. We want to be a part of that. Every year, Hemenway & Barnes connects foundations with opportunities to maximize the social value of charitable assets.

Learn more about maximizing your impact

The Rosalie Thorne McKenna Foundation Case Study

In the course of her long career, Rollie McKenna created an archive large enough to fill three rooms. Despite her inherited wealth and stated wish to establish a foundation to preserve her art and provide opportunities for young photographers, her estate plan proved inadequate to carry out her wishes. Two years after her death, her legacy remained neglected and uncataloged in a warehouse outside of Boston.

The Rosalie Thorne McKenna Foundation Case Study

Round the Bend Farm: How this nonprofit is making an impact with agriculture

When Desa Van Laarhoven and Geoff Kinder founded Round the Bend Farm: A Center for Restorative Community (RTB) in Dartmouth, they were moving on a mission that went beyond running the farm. The goal? To create a truly sustainable property that is self-contained, serves the regional population, and educates the population on the future of farming through a unique "agripreneur" program.

Read More

Team Spotlights

Brad Bedingfield

Brad assists private foundations and public charities with navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy.

View Bio

Gioia C. Perugini

Gioia Perugini directs the firm’s philanthropic advisory practice and works with individuals, families, advisors, charitable trusts, and foundations to provide a range of philanthropic and family office services.

View Bio

Nancy E. Dempze

Nancy Dempze serves as a professional trustee, executor and estate planner for individuals and families.

View Bio

Charles R. Platt

Charlie Platt is a partner and the chair of the Private Client Group. He works with individuals and families on their personal planning and wealth management needs, including estate and charitable planning, probate and trust administration, and serving as a trustee.

View Bio

Sarah M. Waelchli

Sarah M. Waelchli works with families and individuals in the areas of estate planning, wealth management, probate, and trust administration.

View Bio
Ready to get started?
Contact us to discuss your charitable planning goals.
Contact Us